Radar — deal and deadline radar

Radar — deal and deadline radar

by Neos Technologies Ltd

See which deals are going quiet and what's closing in over 90 days, beside your calendar, ranked by what it costs if it slips.

Nurture my leads, Manage contracts, Manage my projects, Manage my accounts, Support my customers, Other use cases

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Radar puts everything you are carrying on one screen: a radar whose rings read Today, 7, 14, 30 and 90 days. It reads your open Pipedrive deals and the activities assigned to you, adds your calendar and task lists, and tells you when something is closing in and your calendar has no room left for it.

• Deals going quiet: each open deal is ranked by what puts it at risk: a close date coming up, no next activity booked, weeks without activity, activities gone overdue. • Every warning says why, factor by factor. • Activities assigned to you, overdue first. Tick one off in Radar and say what happened: your note is written to the activity in Pipedrive as it is marked done. • Time for the work: say how many hours something needs and Radar finds free time in your calendar before the date. • One click to the deal or activity in Pipedrive.

Radar never sends an email and never changes anything in Pipedrive on its own. It reads only what is assigned to you or owned by you, and deletes what it read when you disconnect.

UK company, Neos Technologies Ltd. Credentials are encrypted and never reach the browser.

Installation instructions

  1. Press Install and approve Radar's access to your Pipedrive account.
  2. Sign in to Radar, or create an account at app.radar-os.io. If you started from the Marketplace, Radar asks you to confirm the connection once you are signed in.
  3. Within a minute your open deals and the activities assigned to you appear on the radar, beside anything else you connect: your calendar, your mail, your task lists.
  4. Open a deal to see why it is at risk. Tick an activity off in Activities and add a note: it is written to Pipedrive as the activity is marked done. To disconnect, uninstall Radar in Pipedrive or press Disconnect in Radar's Settings → Connections; what Radar read is deleted. Help: [email protected] · https://putitonmyradar.com/integrations/pipedrive

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